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Brookfield Asset Management
BAM

570 hedge funds and large institutions have $16.1B invested in Brookfield Asset Management in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 171 increasing their positions, 188 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 46

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

31% more call options, than puts

Call options by funds: $28.5M | Put options by funds: $21.8M

15% more capital invested

Capital invested by funds: $14B → $16.1B (+$2.15B)

4% more funds holding

Funds holding: 548 → 570 (+22)

0.6% more ownership

Funds ownership: 66.37% → 66.97% (+0.6%)

9% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 188

Holders
570
Holders Change
+22
Holders Change %
+4.01%
% of All Funds
7.51%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
76
Increased
171
Reduced
188
Closed
46
Calls
$28.5M
Puts
$21.8M
Net Calls
+$6.71M
Net Calls Change
-$5.27M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$203M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$164M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$110M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$73.4M
5
Marshall Wace
Marshall Wace
United Kingdom
+$43.2M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$106M
2
BGC
Beutel, Goodman & Co
Ontario, Canada
-$95.5M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$80.4M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$72.1M
5
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$56.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$115M -$33.5M -619,853 -23%
CB
27
Cooke & Bieler
Pennsylvania
$107M -$56M -1,036,550 -34%
Bank of America
28
Bank of America
North Carolina
$105M +$11.6M +215,670 +13%
MAM
29
Madison Asset Management
Wisconsin
$94.1M +$8.47M +156,937 +10%
MIA
30
Madison Investment Advisors
Wisconsin
$94.1M +$93.8M +1,736,887 New
JP Morgan Chase
31
JP Morgan Chase
New York
$84M +$1.67M +30,892 +2%
Invesco
32
Invesco
Georgia
$75.1M -$10.8M -199,979 -13%
Morgan Stanley
33
Morgan Stanley
New York
$73.6M -$34.9M -645,666 -32%
BAMCO Inc
34
BAMCO Inc
New York
$73.1M +$13.4M +248,471 +23%
TWC
35
TD Waterhouse Canada
Ontario, Canada
$70.4M +$556K +10,303 +0.8%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$68.3M +$6.54M +121,067 +11%
First Manhattan
37
First Manhattan
New York
$67.6M -$2.77M -51,374 -4%
Corient Private Wealth
38
Corient Private Wealth
Florida
$63.7M +$529K +9,806 +0.8%
Goldman Sachs
39
Goldman Sachs
New York
$61.7M -$20.9M -386,524 -25%
SC
40
Scotia Capital
Ontario, Canada
$57.8M -$397K -7,359 -0.7%
AM
41
AGF Management
Ontario, Canada
$54.3M -$24.7M -456,604 -31%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$54.1M – – –
FAM
43
Fenimore Asset Management
New York
$50.7M -$538K -9,971 -1%
Toronto Dominion Bank
44
Toronto Dominion Bank
Ontario, Canada
$46.2M -$5.37M -99,364 -10%
Charles Schwab
45
Charles Schwab
California
$45.7M +$389K +7,212 +0.9%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.6M -$11.6M -215,411 -20%
Marshall Wace
47
Marshall Wace
United Kingdom
$43.3M +$43.2M +799,435 New
HSBC Holdings
48
HSBC Holdings
United Kingdom
$38.4M +$5.92M +109,589 +18%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$35.9M +$2.07M +38,331 +6%
Wells Fargo
50
Wells Fargo
California
$35.3M +$2.35M +43,484 +7%
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BAM Hedge Fund Activity: Q4 2024 in Review

570 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Brookfield Asset Management (BAM) for Q4 2024, worth a combined $16.1B — up 15% from $14B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new BAM positions and 46 closed out — a net gain of 30 holders — while 171 added to existing stakes and 188 trimmed.

The largest buyer was William Blair Investment Management, opening a new position worth an estimated $203M. The largest seller was Norges Bank, cutting an estimated $106M.

  • 570 institutional investors held Brookfield Asset Management (BAM) as of Q4 2024, up from 548 in Q3 2024.
  • Funds reported $16.1B of Brookfield Asset Management stock for Q4 2024, up 15% quarter-over-quarter.
  • 76 funds opened new Brookfield Asset Management positions in Q4 2024 and 46 closed out, a net change of +30 holders.
  • The largest Brookfield Asset Management buyer in Q4 2024 was William Blair Investment Management, an estimated $203M added.
  • The largest Brookfield Asset Management seller in Q4 2024 was Norges Bank, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.